Our Services

We help individuals, families, and businesses protect their legacy and plan their futures with our tailor-made estate planning solutions.

Who We Serve

Young & Established Families:

We help families who want to create peace of mind by providing protection, security, and direction for their loved ones

Individuals in Transition:

We help individuals navigate the next chapter of their life - whether that means getting married, going through a divorce, or becoming widowed

Small Businesses:

We help individuals start and structure their businesses, and seasoned business owners successfully transition their business to the next generation

High-Net-Worth &Taxable Estates:

We help high-net-worth individuals & families preserve their wealth, create tax efficiencies, and ensure their legacy is passed on how they wish

Estate Planning

Planning for Your Future and Your Loved Ones

Estate planning is about making important decisions now to ensure your wishes are carried out in the future, and your loved ones are taken care of. Here’s what we do:

INCAPACITY PLANNING DOCUMENTS

  • Appointment for Dispositions of Remains

  • Declaration of Guardian (For adults and/or minor children)

  • Living will

  • Medical Power of Attorney

  • HIPAA Authorization

  • Financial Power of Attorney

TRUST DOCUMENTS

  • Revocable trusts

  • Testamentary trusts

  • Marital trusts

  • Generation-skipping trusts

  • Irrevocable trusts

  • Charitable trusts

  • Special needs trusts

Probate and Estate Administration

Helping You Manage a Loved One’s Affairs After They’ve Passed Away

When a loved one passes away, there are many important tasks that need to be done to handle their belongings, money, and property. Our service helps you through this process by:

● Organizing Their Belongings: We help sort out all their possessions, including their

home, bank accounts, and other valuables.

● Paying Bills and Debts: We make sure any outstanding bills and debts are paid.

● Distributing Inheritance: We ensure that what’s left is given to the people specified in

their will or, if there is no will, to their closest family members as determined by law.

● Handling Legal Paperwork: We take care of all the necessary legal documents and court

procedures to ensure everything is done correctly and legally.

TYPES OF PROBATE ADMINISTRATION:

  • Independent or Unsupervised Administrations

  • Dependent or Supervised Administrations

  • Muniment of Title

  • Affidavit of Heirship

  • Small Estate Affidavits

Our goal is to make this difficult time easier for you by managing all the details and ensuring that your loved one’s wishes are honored.

Helping You Manage and Distribute Assets Held in a Trust, Modify an Existing Trust or Work Through Trustee Succession Planning

Trust Administration

When someone sets up a trust to manage their money, property, and other assets, our service helps ensure everything is handled according to their wishes. Here’s what we do:

● Managing the Trust: We take care of the trust’s money and property, making sure everything is properly maintained and any investments are managed wisely.

● Following Instructions: We make sure the rules set by the person who created the trust are followed exactly as they wanted.

● Distributing Assets: When it’s time, we make sure the money and property in the trust are given to the people or organizations specified in the trust.

● Handling Paperwork: We take care of all the necessary documents and ensure everything is done correctly and legally.

Our goal is to take the stress out of managing a trust by handling all the details and making sure everything is done according to the trust’s instructions.

Business formation and Succession planning

Starting and Passing on Your Business

Our service helps you both start your own business and plan for the future when you want to pass it on to someone else. Here’s what we do:

Starting Your Business:

● Choosing the Right Setup: We help you decide the best way to organize your business, like a sole proprietorship, limited liability company, partnership, or corporation.

● Filing Paperwork: We take care of all the necessary forms and legal documents to officially start your business.

● Setting Up Operations: We help you get everything in order, from registering your business name to completing necessary administrative documentation.

Planning for the Future:

● Succession Planning: We help you create a plan for who will take over your business when you’re ready to retire or if something unexpected happens.

● Legal Agreements: We create the necessary agreements to ensure a smooth transition of ownership and management.

Our goal is to make starting your business simple and to ensure it continues to thrive even after you’re ready to move on.

Have questions? Schedule your initial consultation.